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KMG Fiduciary Partners’s International Paper IP Stock Holding History

KMG Fiduciary Partners’s Portfolio IP Stock Details IP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-8,651
Closed -$274K – 232
2022
Q3 		$274K Sell
8,651
-12,555
-59% -$513K 0.05% 171
2022
Q2 		$887K Buy
21,206
+3,233
+18% +$150K 0.17% 111
2022
Q1 		$829K Buy
17,973
+2,826
+19% +$130K 0.13% 122
2021
Q4 		$712K Buy
15,147
+4,084
+37% +$201K 0.11% 122
2021
Q3 		$586K Buy
11,063
+1,542
+16% +$85.8K 0.1% 125
2021
Q2 		$553K Buy
9,521
+1,078
+13% +$61.5K 0.1% 129
2021
Q1 		$432K Buy
8,443
+2,538
+43% +$124K 0.08% 135
2020
Q4 		$278K Buy
+5,905
New +$264K 0.06% 145
2020
Q1 		– Sell
-29,254
Closed -$1.28M – 140
2019
Q4 		$1.28M Buy
29,254
+1,555
+6% +$65.2K 0.39% 51
2019
Q3 		$1.1M Buy
27,699
+1,922
+7% +$75.1K 0.37% 52
2019
Q2 		$1.06M Buy
25,777
+2,602
+11% +$110K 0.38% 54
2019
Q1 		$1.01M Buy
23,175
+3,519
+18% +$153K 0.39% 54
2018
Q4 		$751K Buy
+19,656
New +$825K 0.34% 53

Other funds holding IP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KMG Fiduciary Partners's IP Position: Q4 2022 in Review

KMG Fiduciary Partners sold out of International Paper (IP) in Q4 2022, closing a stake of 8,651 shares — an estimated $274K sold.

KMG Fiduciary Partners first reported a position in IP in Q4 2018 and held it in 13 quarters. The position peaked at $1.28M in Q4 2019. 811 funds tracked by Wall St. Rank hold IP as of Q4 2022.

  • KMG Fiduciary Partners reported no remaining International Paper position as of Q4 2022 after selling out during the quarter.
  • KMG Fiduciary Partners sold 8,651 International Paper shares in Q4 2022, an estimated $274K.
  • KMG Fiduciary Partners first reported a position in International Paper in Q4 2018 and held it in 13 quarters.
  • KMG Fiduciary Partners's International Paper position peaked at $1.28M in Q4 2019.
  • 811 funds tracked by Wall St. Rank held International Paper as of Q4 2022.

Based on KMG Fiduciary Partners's 13F filing for Q4 2022, filed 12 Jan 2023.